Jacob Plieth — V nice story from @Angus_Fierce on trial design differences & changes for PD(L)1xVEGF bispecifics https://t.co/qDp3VbH0H2 $BNTX $PFE $BMY↗
May 31
Jacob Plieth — Akeso's Harmoni-6 wins on survival. Now on to $SMMT Harmoni-3. Via @ApexOnco from #ASCO26 -> https://t.co/9Nj3NTaAI9 $BNTX $PFE $BMY $MRK↗
May 29
Adam Feuerstein ✡️ — #ASCO26 Day 1. We're ASCOmaxxing.
Positive data for Bristol $BMY in multiple myeloma and Pfizer $PFE in lung cancer. The FDA will surely convene an adcomm for $REPL, right? And D…↗
May 20
The Future Investors — $BMY Bristol Myers Squibb announced a partnership with Anthropic to deploy its Claude AI model to more than 30,000 employees in an effort to accelerate the discovery, development,…↗
April 2026 · 2 mentions
Apr 30
Jacob Plieth — Krystal-10 was the (delayed) confirmatory trial, so does the FDA now rescind Krazati's accelerated approval in colorectal cancer? $BMY $AMGN↗
Apr 30
Jacob Plieth — $BMY discontinues:
BMS-986484 (CD40 x FAP MAb)
RYZ101 in SCLC (still in ph3 for NETs, I think)
Krazati in colorectal (ph3 Krystal-10 study gone!) https://t.co/ZTgvndoN5W↗
March 2026 · 7 mentions
Mar 25
Jacob Plieth — $MRK, a company with no CML presence, buys $TERN, a company that only pivoted to CML 2 years ago. And other surprises, via @apexonco -> https://t.co/MtOjGJmTfd $ELVN $NVS $PFE $…↗
Mar 25
Adam Feuerstein ✡️ — @JacobPlieth FTC would have blocked a $NVS bid for $TERN, I think. $BMY buying $TERN made a lot of sense, and it needs it more than Merck. Maybe a higher bid is coming.↗
Jacob Plieth — $GILD picks KITE-753, and pits it head to head vs Yescarta (!). Via @ApexOnco -> https://t.co/lYZgRi0rge $BMY
February 2026 · 4 mentions
Feb 26
Jacob Plieth — $RVMD was collaborating with $TNGX in PRMT5, but now it's working with $BMY (remember that ex MRTX project?). Via @ByMadeleineA @ApexOnco -> https://t.co/mGZjKOiB7p (And $AMGN s…↗
Feb 9
Jacob Plieth — Important similarity between $LLY Orna's and $BMY Orbital's approaches to in vivo Car-T https://t.co/33fp8R6qnX↗
Feb 9
Jacob Plieth — So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8↗
Feb 2
Adam Feuerstein ✡️ — $BMY Patent expirations and recent pipeline setbacks has made the outcome of the Cobenfy Ph3 study in Alzheimer's agitation a crucial moment for Bristol Myers Squibb. @damiangarde…
January 2026 · 4 mentions
Jan 12
Adam Feuerstein ✡️ — $CYTK Blum announces Myqorzo WAC price of $108,400 -- "parity slight plus" relative to $BMY Camzyos #JPM26↗
Jan 12
Jacob Plieth — $ABBV pays $650m for a seat at the PD-1 x VEGF bispecific table - and check out that waterfall. Biggest #JPM26 deal so far? Via @ApexOnco -> https://t.co/DV3smu5YSb $SMMT $MRK $…↗
Jan 12
Jacob Plieth — If you missed the #ESMOIO25 poster, high-dose RC148 + docetaxel showed cORR 67% (n=21) in post-checkpoint NSCLC; half of patients PD-L1-ve. Chinese data, but still! $ABBV $SMMT $BM…↗
Jan 3
Space Investor — IN-SPACE MANUFACTURING
$RDW successfully cultivated protein seed crystals in space's microgravity environment, an achievement impossible on Earth.
Now, they’re pursuing royalty…
December 2025 · 9 mentions
Dec 19
Adam Feuerstein ✡️ — Here are the Myqorzo and Camzyos black box warnings side by side
$CYTK $BMY https://t.co/XnO8QG0QnU↗
Dec 15
Jacob Plieth — JS212, Junshi's me-too iza-bren, just had its US IND accepted $BMY https://t.co/SeQLDcyinN↗
Dec 12
Jacob Plieth — $BMY sends $PFE $TAK Adcetris a shot across the bows. Via @ApexOnco -> https://t.co/JW2jzGpKHf↗
Dec 12
Jacob Plieth — @B_C_1776 Maybe that's why $BMY waited 3 years before filing https://t.co/vJXPqDdAGh↗
November 2025 · 6 mentions
Nov 23
Adam Feuerstein ✡️ — Bayer’s Asundexian Met Primary Efficacy and Safety Endpoints in Landmark Phase III OCEANIC-STROKE Study in Secondary Stroke Prevention
$BMY competitor
https://t.co/yhK9lInluQ↗
Nov 14
Jacob Plieth — @NotthatkindofDr I wonder if it's derived from $MRTX or some internal $BMY thing.↗
Nov 14
Adam Feuerstein ✡️ — Big uh-oh for $BMY $JNJ Factor X1a anticoagulant program. Ph3 study halted for futility.
https://t.co/amVbO86N6o↗
Nov 14
Jacob Plieth — First-in-human study of BMS-986523 suggests that it might be a KRAS inhibitor of some sort $BMY https://t.co/Dx9K5cVcZB
October 2025 · 2 mentions
Oct 27
Adam Feuerstein ✡️ — CAR-T therapies from Cabaletta $CABA, Bristol Myers Squibb $BMY induce remissions in patients with autoimmune disorders https://t.co/Q3gqkkE8G5↗
Oct 10
Jacob Plieth — Now $BMY buys Orbital for... $1.5bn! Focus seems to be autoimmune, but pipeline also includes some oncology work $AZN $ABBV $GILD $SNY $ALPMF https://t.co/rHXCOm2idI↗
September 2025 · 7 mentions
Sep 24
Jacob Plieth — Apparently #SITC25 is hosting a webinar on development of anti-CCR8 MAbs - mechanisms & clinical results. 22 Oct 2025 $CHRS $BMY $ABBV $RHHBY $AMGN $GILD $BGNE $FGEN $BNTX↗
Sep 19
Jacob Plieth — Dragonfly's $ABBV deal over ABBV-303 appears to be the only one definitely still in place.
$BMY terminated CC-96191 in Oct 2024.
$MRK no longer mentions MK-4464.
$GILD no progress…↗
Sep 19
Jacob Plieth — $BMY confirms that it scrapped its 2017 NK-cell engager tie-up with Dragonfly. With $SNY $IPHA $AFMD $GTBP setbacks this modality looks like it's on borrowed time.
Via @ApexOnco -&…↗
Adam Feuerstein ✡️ — Cytokinetics $CYTK drug yielded benefits over common therapy in patients with heart condition, study shows https://t.co/pg3egDxRwq $BMY↗
Aug 29
Jacob Plieth — #WCLC25 press briefing schedule is out
Sat 6 Sep: two iza-bren studies $BMY
Sun 7 Sep: Harmoni $SMMT & Arros-1 $NUVL
Tue 9 Sep: $CADL↗
Aug 20
Jacob Plieth — #WCLC25 late-breaker & plenary preview, via @ApexOnco https://t.co/VJj3Bocr0A $SMMT $BMY $BNTX $NUVL $CGEM↗
Aug 19
Adam Feuerstein ✡️ — "Pharm to table"
It's the clever buzzphrase bandied around by pharma insiders when promoting their plans to sell drugs directly to consumers.
Cut out the insurers and the PBMs…
July 2025 · 6 mentions
Jul 31
Jacob Plieth — Did $TIL get a bargain when it bought a PD-L1 x VEGF bispecific from Immuneonco? You decide. Via @ApexOnco -> https://t.co/kwsOLp3y4f $SMMT $BNTX $BMY $PFE $MRK↗
Jul 19
Space Investor — SPACE GROWN CRYSTALS & MORE
$RDW successfully cultivated protein seed crystals in space's microgravity environment, an achievement impossible on Earth.
Now, they’re pursuing ro…↗
Jul 17
Jacob Plieth — ...and more, this time from the FDA's Andrea Baines $BMY $JNJ $GSK $LEGN https://t.co/8UEG4QyKPq↗
Jul 17
Jacob Plieth — Admirable effort by FDA's Deepti Telajara to present the current treatment paradigm for multiple myeloma $JNJ $BMY $GSK https://t.co/VfdzITcqRY
June 2025 · 6 mentions
Jun 16
Jacob Plieth — PD-1 x VEGF is all very well, but how about PD-1 x Lag-3? 3SBio reckons it's worth taking into the clinic https://t.co/hPaa5ThMgd $PFE $BMY↗
Jun 9
Jacob Plieth — Is $BMY BMS-986500 a CDK2 inhibitor? https://t.co/0GKMRRiKLm $PFE $RHHBY https://t.co/0NCG2palqG↗
Jun 6
Jacob Plieth — Quite the tangled web:
Dualitybio's Her2 ADC trastuzumab pamirtecan is licensed to $BNTX (of $BMY PD-L1 x VEGF fame) ex-China, and to 3SBio (of $PFE PD-1 x VEGF fame) in China.↗
Jun 2
Jacob Plieth — How $BNTX turned $800m into $1.5bn, via @ApexOnco -> https://t.co/5BVk9OWMYr Who will be next? #ASCO25 $BMY $PFE $SMMT $TIL
May 14
Shay Boloor — $TEM & $BMY are expanding their AI-driven clinical trial collaboration across 5 initial programs in oncology & neuroscience.
The partnership uses Tempus Lens, multimodal r…↗
May 12
Adam Feuerstein ✡️ — Bristol Myers Squibb $BMY partners with China’s Hengrui Pharma on a dozen drugs https://t.co/KKpa1SsuCz via @DrewQJoseph↗
Jacob Plieth — Obv we're still desperate for more data on CCR8, but this $BMY imzokitug ph1/2 trial expansion is barely credible. 185 -> 949 patients?! https://t.co/gkyxNf2iX2↗
Mar 16
Jacob Plieth — Since my 2024 look at CCR8 a lot has happened: $BMY $GILD $ABBV upsized; $ONC Bayer $ZLAB (& soon $AMGN?) discontinued. @BatirtzeAreitio investigates, via @ApexOnco -> https…↗
Mar 16
Jacob Plieth — Who knew $REGN was developing an anti-GPRC5D T-cell engager? https://t.co/jyL1PAS0y5 $JNJ $PFE $BMY↗
Jacob Plieth — Hands up who before yesterday had heard of the SWOG S1826 study... 8 Apr 2026 Pdufa date for $BMY Opdivo + chemo in 1L Hodgkin's where it beat $PFE $TAK Adcetris: 3yr PFS FU via Al…↗
Dec 9
Jacob Plieth — $JNJ Tecvayli (& $LEGN Carvykti) "entering a new era of resetting survival expectations in a cancer historically described as incurable". @ByMadeleineA @ApexOnco from #ASH25 on…↗
Dec 8
Adam Feuerstein ✡️ — $BMY should buy $TERN
$BMY needs to buy $TERN
If everyone else can make M&A predictions on this site, so can I.↗
Dec 5
Jacob Plieth — Denominator shenanigans continuing with Car-T therapy, this time in marginal zone lymphoma, where $BMY Breyanzi just got approved. Is the ORR 96% or 82%? You decide https://t.co/vn…↗
Dec 3
Adam Feuerstein ✡️ — Bristol Myers Squibb $BMY Announces Continuation of Cobenfy ADEPT-2 Phase 3 Study in Psychosis Associated with Alzheimer's Disease
"the company identified irregularities due to cl…↗
Jacob Plieth — $PFE moves its $1.25bn PD-1 x VEGF bispecific bet quickly into pivotal trials, with NSCLC & colorectal efforts mirroring $SMMT & $BNTX / $BMY. Via @ApexOnco -> https://t…↗
Nov 3
Jacob Plieth — Here we go: 82% ORR with $CRBU CBP-010 (now has the INN vispacabtagene regedleucel). That compares with 83% for $GILD Yescarta, and 87% for $BMY Breyanzi, on a cross-trial basis.↗
— @tstamm7002 @ByMadeleineA Still has deals with $ABBV $MRK & $GILD. $BMY deal looks toast.
Jacob Plieth — If you're catching up with #WCLC25 news, @ApexOnco coverage can be found here: https://t.co/Jl2xGAtcZw $SMMY $IDYA $AZN $JNJ $BMY $ZLAB $BNTX↗
Sep 7
Jacob Plieth — More doubts for $SMMT as the Harmoni guessing game continues at #WCLC25. Via @ApexOnco -> https://t.co/riemtQP53v $BNTX $TIL $BMY↗
Sep 4
Jacob Plieth — $BNTX starting phase 1 with its version of iza-bren $BMY (BNT3212 = EGFR x Her3 ADC)↗
Jacob Plieth — Guess who's about to take a SC anti-PD-1 into phase 3? Via @ApexOnco -> https://t.co/TNXStCSSIo $ONC $BGNE $RHHBY $AZN $MRK $BMY $PFE↗
Jacob Plieth — Also: $TIL got passed over by big pharma for the second time in two weeks??
$BNTX $BMY $SMMT $PFE↗
Jun 2
Jacob Plieth — So $BNTX turns $800m into $1.5bn in the space of 7mths, while $BMY makes $PFE look like it picked up a bargain. Long live PD-(L)1 x VEGF!↗